moving further and fastertoward your goals.

Our Philosophy:

Treating every client as if they're our only client.

Why We Do It

Lifting the Veil

Despite the enormous time spent chasing it, the cold hard truth is that money – in and of itself – has no real value. It is simply the means to an end. It is the fuel that allows us to fund our lives, achieve our goals, and fulfill our dreams. And in their pursuit of these goals and dreams, our clients seek to bring system and order to their financial lives. Unfortunately, the path at times can be confusing and fraught with peril. Our mission in life is to help guide the way.

Our Philosophy

How We Do It

The Path from Reactive to Proactive

In most instances, our client relationships begin with filing a tax return. In the initial Tax Interview, we take the time to understand your specific situation in an effort to optimize your result. Post-meeting, we work systematically through your return using a precise and finely-honed methodology designed to ensure that no tax-savings opportunity is overlooked. Upon your return, we review the completed tax return together to ensure that you have an understanding of how all the moving parts came together to generate the current result, and what steps you can take moving forward to generate the result you desire.

This same deliberate, collaborative approach defines the entire client relationship, as we move into developing Tax Strategies designed to reduce the tax you pay, and Financial Planning Strategies designed to protect and grow your wealth.

Our Philosophy

The CC Differential

Achieving Harmony

What sets the Clem Collaborative apart from others in our field is not simply the suite of services we offer, but rather the manner in which we approach them. While there is certainly convenience in being able to obtain both tax and financial services under one roof, the true value in such a union is the synergy that comes from having the disparate pieces of one’s financial life work in harmony. Put another way, by treating each aspect of your financial life as part of a unified whole, we can help you move further and faster toward your goals.

Our Philosophy

Our promise

An Individual Approach

At The Clem Collaborative, we strive to treat every client as if they were our only client. To us, this means everything from making sure we use every bit of our tax knowledge to maximize your refund or minimize your balance due, to crafting individualized strategies to help you reach your goals, to returning phone calls and answering emails in a timely manner. We know that all successful partnerships begin with shared respect, and we continually strive to be deserving of the respect you give us, and the trust you place in us.

Our Philosophy

OUR TEAM

Steven E Clem, E.A.

Founder

"The thing I love most about what we do is when a lightbulb goes off and a client finally "sees" something they hadn't understood or realized before. Those moments are pure magic."

As Founder of The Clem Collaborative, Steven prepared his first professional tax return more than 20 years ago during his freshman year in college, when a roommate, seeing Steven prepare his own tax return, asked him how much he would charge to do his return. Steven, taken somewhat aback, paused and said “hmmm…twenty bucks?” Before …

Robin Perkins

Client Concierge

As the first face you’ll likely see at The CLEM COLLABORATIVE, Robin’s quick smile and mischievous eyes are a welcome greeting. For Robin lives Teddy Roosevelt’s practical wisdom that “people don’t care what you know until they know that you care.” It’s Robin’s passion after a full career in customer care. Add to this a …